Gene Almy JrCRD Number: 5888092
Current Firm: Schwab Private Client Investment Advisory, Inc.
Gene Almy Jr (CRD# 5888092) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 10 years of experience in the finance industry.
Voya Financial Advisors, Inc.
Schaefer Financial Management, Inc.
|Schwab Private Client Investment Advisory, Inc.||Lone Tree, CO||Jun 2016 - Current||4|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Jun 2016 - Current||4|
|Fidelity Investments||Lone Tree, CO||Jan 2011 - Jun 2016||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2011|
|S66||NASAA Uniform Combined State Law Examination||Jan 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.